About Us
S. Patz & Associates is a real estate consulting firm based in Potomac Falls, Virginia, with over 20 years of industry experience. We provide comprehensive market research and strategic consulting services to a diverse clientele, including lenders, developers, builders, investors, and public agencies.
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We are known for our rigorous, data-driven approach to market research, delivering high-quality insights and actionable recommendations that drive real estate development success.
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S. Patz & Associates draws strength from a wealth of experience, having assisted hundreds of private firms and public entities in making informed, strategic decisions.
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Our services include:
Rental Housing Market Studies
We conduct market studies across the United States for a variety of rental housing types, including general occupancy, student, special needs housing, and mixed-use developments. Our expertise extends to senior housing, such as assisted living, independent living, and memory care. We provide both preliminary and comprehensive feasibility studies for internal purposes or for submission to financial institutions and lenders, including HUD under its Multifamily Accelerated Processing (MAP) guidelines.
Affordable Housing Market Studies
We work closely with both for-profit and non-profit housing developers, routinely conducting market studies for affordable housing communities, including Low-Income Housing Tax Credit (LIHTC) properties for families, seniors, and special needs populations, such as disabled individuals and veterans. S. Patz & Associates is approved by multiple state housing agencies and serves as a trusted provider for national tax credit syndicators.
For-Sale Housing Market Studies
We conduct housing studies for various for-sale housing types, including single-family homes, townhomes, condominiums, and specialized markets such as retirement and resort housing. Our expertise also extends to feasibility studies for large master-planned communities, smaller subdivisions, infill developments, and active-adult communities.
Hotel and Resort Market Studies
We provide market research and feasibility analysis for hotel and resort developments of all types. Recognizing the vital role these facilities play in promoting tourism and economic growth, we deliver tailored insights to help developers and operators succeed in this dynamic sector.
Commercial and Industrial Market Studies
We assess the feasibility of commercial developments, including retail, office, storage, and industrial spaces, for both private and public sector clients.
Area-Wide Housing Studies
We frequently conduct area-wide studies to help public agencies develop housing strategies. Our work with state housing agencies, planning departments, and economic development organizations has provided critical insights into local housing markets, guiding the development of informed housing policies and strategies.
Fiscal Impact Analyses
Our fiscal impact analyses assess the viability of development projects by examining their net fiscal balance for local governments. We evaluate municipal finances using sophisticated models, including those developed by the U.S. Bureau of Economic Analysis' RIMS data, to assess the economic impacts of projects on local communities, institutions, and businesses.
Appraisals
We offer a comprehensive range of appraisal services for various property types, including residential, industrial, lodging, office, retail, resorts, mixed-use developments, and undeveloped land. Our appraisal team delivers professional, unbiased third-party analyses, including self-contained and summary-certified narrative appraisals, appraisal reviews, asset liquidation valuations, market and investment valuations, and expert testimony services.
Proffer Analyses
We are regularly engaged by developers and municipalities throughout Virginia to assess and calculate impact fees—one-time charges that fund capital improvements necessary to support new developments. Our detailed reports provide legally sound proffer amounts based on project-specific characteristics and the needs of local jurisdictions. We address the potential impacts of rezonings and outline tailored mitigation strategies to support public services such as schools, police, fire and rescue, and parks.